GRANGE CAPITAL, LLC
Firm details
- Headquarters
- BEAVERTON, Oregon
- CRD number
- 131699
- Registered since
- February 5, 2021
- Website
- www.grangecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI77.36%
- Individuals17.13%
- Corporations / Businesses4.56%
- Pension & Profit Sharing Plans0.95%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Grange Capital, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and owned by an individual. It serves primarily individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also bills hourly for certain services. Grange is not positioned as a multi‑state adviser, does not identify as an active ESG investor, and does not function as a capital allocator or pension consultant. The adviser was registered with the SEC in 2021 and describes its principal business lines as financial planning and discretionary portfolio management. It also has an industry affiliation as a real estate broker, which may inform how it sources or evaluates real estate-related investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents24%
- Exchange Traded Equities21%
- US Government Bonds14%
- Other7%
Owners & executives
1 of 1ROBERT WARMKESSEL
Chief Compliance Officer & Investment AdvisorCRD 5566459
Contacts
3 of 3Jeffrey Strode
Investment Advisor RepresentativeCRD 7621068
MICHAEL KEETON
Principal & Investment AdvisorCRD 1409084
MITCHEL LUDTKE
Investment AdvisorCRD 6770637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$66.8M in ETFs
100%
$66.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 GARP ETF (SPGP) | Invesco | Passive | Large Blend | $10.7M | 99,507 | 16.03% |
Location
BEAVERTON, OR
WASHINGTON
Location
BEAVERTON, OR
Headquartered in BEAVERTON, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- WASHINGTON
- Address
- 6600 SW 105th Ave
- Time zone
- PT (UTC-8)
- Office locations
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